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How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

Posted on: February 27th, 2017
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, and agents are all examples of fiduciaries. When you pick trustees, executors, and agents in your estate plan, you’re picking one or more people to make decisions in your and your beneficiaries’ best interests and in accordance with the instructions you leave. Luckily, understanding the basics of what each of these terms means and what to consider when making your choices can make your estate plan work far better....

Who Needs an Estate Plan?

Posted on: February 24th, 2017
If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood - you need a written plan to keep you in control and to protect yourself and those you love....

The Shocking Truth About Asset Protection Planning

Posted on: February 22nd, 2017
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court....

New Legislation Could Mean the End of Estate and GSTT Taxes

Posted on: February 20th, 2017
On January 24, 2017, the Death Tax Repeal Act of 2017, or H.R. 631, was introduced to the U.S. House of Representatives by South Dakota congresswoman Kristi Noem. If passed, H.R. 631 would completely repeal the federal estate tax. A separate companion bill put before the Senate by South Dakota senator John Thune, S. 205, would also repeal the generation-skipping transfer tax (GSTT)....

How to Align Insurance with Your Estate Plan

Posted on: February 17th, 2017
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death. However, instead of considering these insurances as separate items, we suggest you make them part of an integrated, overall risk management plan....

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: February 15th, 2017
You may be surprised to learn that you already have asset protection in place. In fact, you probably have one or more types of traditional asset protection planning in place at this very moment. The problem is it likely won’t be enough to protect you and your family....
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